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Communication Templates That Convert

Ready-to-use templates for common communication scenarios, tested and proven by top performers.

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Top agents don't use generic messages - they have proven templates for every scenario that they continuously optimize. Templates save time (60-90 min/day) AND improve response rates (30-50% higher).

This guide gives you battle-tested templates you can use immediately and personalize.

Email Templates

1. First Contact / Welcome Email

Subject: "Your property search - let's find your perfect home"

Body:

Hi {{FirstName}},

Thank you for your interest in {{PropertyAddress/Area}}. I'm {{AgentName}}, and I specialize in helping buyers find their perfect property in this area.

Based on your inquiry, I've already identified several properties that might interest you. Before I send them over, I have a few quick questions to ensure I find exactly what you're looking for:

  • What's your ideal timeline for moving?
  • Are you pre-approved for financing?
  • Must-have features vs nice-to-haves?

I'm available for a quick 15-minute call {{Tomorrow/ThisWeek}} to discuss your needs. What time works best for you?

Looking forward to helping you find your dream home.

Best regards,
{{AgentName}}
{{Phone}} | {{Email}}

2. Property Showcase Email

Subject: "3 properties matching your criteria - {{Area}}"

Body:

Hi {{FirstName}},

Great news - I found 3 properties that match your search for {{Criteria}}:

Property 1: {{Address}}
{{Beds}} bed, {{Baths}} bath | {{Price}}
{{KeyFeature1}}, {{KeyFeature2}}
[View photos] [Schedule viewing]

Property 2: [Same format]

Property 3: [Same format]

My favorite is Property #{{Number}} because {{Reason}}.

Available for viewings {{Days}}. Shall we schedule?

Best,
{{AgentName}}

3. Post-Viewing Follow-up

Subject: "Thanks for viewing {{PropertyAddress}} today"

Body:

Hi {{FirstName}},

Thank you for taking the time to view {{PropertyAddress}} today. It was great to show you around!

I'd love to hear your thoughts:

  • What did you like most?
  • Any concerns or questions?
  • How does it compare to your other viewings?

{{AdditionalInfo}} [e.g., "The seller is motivated and open to offers"]

I've attached {{SchoolRatings/NeighborhoodInfo/ComparableProperties}} that might be helpful.

Ready to take next steps? Or would you like to see more properties?

Best regards,
{{AgentName}}

4. Re-engagement (Dormant Leads)

Subject: "{{FirstName}}, are you still looking in {{Area}}?"

Body:

Hi {{FirstName}},

We spoke {{TimeAgo}} about finding you a property in {{Area}}. I wanted to check in:

Are you still looking? If so, the market has changed:

  • {{MarketUpdate}}
  • {{NewInventory}}
  • {{PriceTrend}}

I have {{Number}} new properties that match your original criteria. Worth a look?

If your situation has changed, no problem - just let me know and I'll stop sending updates.

Best,
{{AgentName}}

5. Offer Submitted nietification

Subject: "Your offer on {{PropertyAddress}} - next steps"

Body:

Hi {{FirstName}},

Great news - your offer of {{OfferAmount}} on {{PropertyAddress}} has been submitted to the seller.

What happens next:

  1. Seller reviews offer (typically {{Timeframe}})
  2. Seller responds: Accept, Counter, or Reject
  3. If accepted: Contract preparation begins
  4. If counter: We discuss and potentially adjust

I'll contact you immediately when we hear back. In the meantime, {{NextSteps}}.

Fingers crossed!

{{AgentName}}

Phone Scripts

1. First Call to New Lead

Opening:

"Hi {{FirstName}}, this is {{AgentName}} from {{Company}}. You inquired about {{Property/Area}} on our website. Is now a good time for a quick chat?"

If yes: "Great! I have some fantastic properties to share. But first, help me understand what you're looking for..."

Questions (BANT):

  • Timeline: "When are you hoping to move?"
  • Budget: "What price range are you considering?" (if hesitant: "What's your ideal budget, and what's your max?")
  • Motivation: "What's driving your move?"
  • Must-haves: "What are your non-negotiables?"

Closing: "Perfect - I have {{Number}} properties that match. I'll send them over within the hour. Can we schedule a viewing for {{Day}}?"

2. Post-Viewing Feedback Call

Opening:

"Hi {{FirstName}}, following up on today's viewing of {{PropertyAddress}}. Got a minute?"

Questions:

  • "On a scale of 1-10, how did it match your expectations?"
  • "What did you love? What gave you pause?"
  • "How does it compare to other properties you've seen?"
  • "Is there anything preventing you from making an offer?"

Next steps:

  • If hot: "Want to make an offer? I can prepare paperwork today."
  • If warm: "Shall we see more properties? I have 2 others you'd love."
  • If cold: "No pressure - when would be a good time to check back?"

3. Objection Handling: Price Too High

Empathize: "I understand the price seems high. Let me explain why..."

Educate:

  • "Compared to recent sales in the area, it's actually {{Comparison}}"
  • "The property offers {{UniqueFeatures}} that justify the premium"
  • "Market trends show {{PricingJustification}}"

Alternative:

  • "Would you like to make an offer at {{LowerPrice}}? The seller might negotiate."
  • "I have similar properties in your budget. Want to see them?"

4. Negotiation Call (Buyer to Seller)

Opening: "Hi {{SellerName}}, I have an offer on {{PropertyAddress}} I'd like to discuss."

Present offer:

  • "The buyers are offering {{Amount}}, with {{Terms}}"
  • "They're pre-approved and ready to move quickly"
  • "{{PositivePoints}}"

Address gap:

  • "I know it's below your asking price of {{AskingPrice}}"
  • "However, {{MarketContext}}"
  • "Would you consider {{CounterOffer}}?"

Closing: "Let's find a number that works for both parties. What's your bottom line?"

Template Optimization Tips

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Ready-to-use templates for common communication scenarios, tested and proven by top performers.

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Frequently Asked Questions

chevron_right Should I always use templates exactly as written?
NO - templates are starting points, niet scripts. Personalize for: (1) Client's specific situation, (2) Your personal style/voice, (3) Market context, (4) Relationship stage. The key: save time on structure/flow but customize content. Test what works for you and optimize.
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